Fall 2023 Digest offers timely market and economic commentary from Strategas as well as invaluable planning perspectives from Baird’s in-house experts. Our current edition includes: |
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Stay on Top of Your Plans, All Year-Round
Letter from Leadership
Financial planning doesn’t happen only once a year – through our interactive, monthly Wealth Strategies webinars, Baird’s planning experts can help you manage your wealth throughout the year. Read the full Letter from Leadership |
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Your Year-End Financial Guide
From tax planning to charitable giving and everything in between, here are strategies to optimize your finances as we head into the new year.
PLUS: A year-end checklist you can share with your Baird Financial Advisor. |
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Strategas Economic Outlook: 2024 Election Preview
Our policy experts at Strategas, a Baird Company, discuss the economic issues that could frame the next election. |
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Talking Turkey With Your Family
The holidays can be the perfect time to have family conversations around wealth and values. |
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Please feel free to contact me if you would like to discuss these insights.
Michael Braun
Director
616-233-8735 |
